FT Vest U.S. Equity Deep Buffer ETF - January(DJAN)

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Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 148 Institutional Holders

Holder	Shares	Date	Change	% Held
Jaffetilchin Investment Partners, LLC	1.21M	Mar 31, 26	+463.26K	15.01%
First International Bank of Israel Ltd.	680.00K	Mar 31, 26	+680.00K	8.46%
Brookstone Capital Management	323.98K	Mar 31, 26	+1.78K	4.03%
ENVESTNET ASSET MANAGEMENT INC	294.07K	Mar 31, 26	+75.72K	3.66%
CWM, LLC	281.13K	Mar 31, 26	+30.03K	3.50%
Cetera Investment Advisers	232.03K	Mar 31, 26	+56.86K	2.89%
Per Stirling Capital Management, LLC.	216.84K	Mar 31, 26	-10.54K	2.70%
MML INVESTORS SERVICES, LLC	196.69K	Mar 31, 26	+137	2.45%
Horizon Investments, LLC	149.23K	Mar 31, 26	+85.86K	1.86%
LPL Financial LLC	142.79K	Mar 31, 26	+41.97K	1.78%
PRECEDENT WEALTH PARTNERS, LLC	124.44K	Mar 31, 26	-56.10K	1.55%
Kestra Advisory Services, LLC	121.65K	Mar 31, 26	-16.00K	1.51%
SMART Wealth LLC	116.93K	Mar 31, 26	-6.09K	1.45%
RAYMOND JAMES FINANCIAL INC	114.43K	Mar 31, 26	+90.29K	1.42%
Advisory Services Network, LLC	105.27K	Mar 31, 26	-1.51K	1.31%
ADVISOR GROUP HOLDINGS, INC.	99.52K	Mar 31, 26	+21.81K	1.24%
IFP Advisors, Inc	91.06K	Mar 31, 26	-30	1.13%
FOUNDERS FINANCIAL SECURITIES LLC	75.97K	Mar 31, 26	+12.42K	0.94%
Commonwealth Financial Services, LLC	71.53K	Mar 31, 26	+20.21K	0.89%
BEACON FINANCIAL GROUP	68.73K	Mar 31, 26	+749	0.85%
Cambridge Investment Research Advisors, Inc.	66.07K	Mar 31, 26	+7.37K	0.82%
HARBOUR INVESTMENTS, INC.	55.80K	Mar 31, 26	+29.75K	0.69%
COMMONWEALTH EQUITY SERVICES, LLC	53.50K	Mar 31, 26	+14.70K	0.67%
Wood Tarver Financial Group, LLC	49.24K	Mar 31, 26	+6.30K	0.61%
TRUIST FINANCIAL CORP	45.72K	Mar 31, 26	+19.82K	0.57%
REAP Financial Group, LLC	44.33K	Mar 31, 26	+4.23K	0.55%
Spectrum Asset Management, Inc. (NB/CA)	40.69K	Mar 31, 26	+40.69K	0.51%
WILEY BROS.-AINTREE CAPITAL, LLC	39.15K	Mar 31, 26	+4.75K	0.49%
Lionshead Wealth Management, LLC	37.26K	Mar 31, 26	-2.06K	0.46%
Comprehensive Financial Consultants Institutional, Inc.	36.95K	Mar 31, 26	+28.11K	0.46%
Strategic Blueprint, LLC	35.91K	Mar 31, 26	+4.07K	0.45%
Janney Montgomery Scott LLC	33.57K	Mar 31, 26	+16.54K	0.42%
Apollon Wealth Management, LLC	28.26K	Mar 31, 26	+28.26K	0.35%
1ST SOURCE BANK	26.45K	Mar 31, 26	+26.45K	0.33%
Falcon Wealth Planning	23.39K	Mar 31, 26	+23.39K	0.29%
Waverly Advisors, LLC	22.48K	Mar 31, 26	-580	0.28%
Mariner, LLC	20.66K	Mar 31, 26	-3.40K	0.26%
Kovack Advisors, Inc.	20.51K	Mar 31, 26	+13.98K	0.26%
GREAT VALLEY ADVISOR GROUP, INC.	20.40K	Mar 31, 26	--	0.25%
Resources Investment Advisors, LLC.	19.98K	Mar 31, 26	+19.98K	0.25%
Integrity Financial Corp /WA	19.79K	Mar 31, 26	+10.07K	0.25%
Tanglewood Legacy Advisors, LLC	19.34K	Mar 31, 26	+3.69K	0.24%
Keystone Wealth Services, LLC	18.92K	Mar 31, 26	-30.28K	0.24%
JANE STREET GROUP, LLC	18.63K	Mar 31, 26	+18.63K	0.23%
Robertson Stephens Wealth Management, LLC	17.15K	Mar 31, 26	-8.65K	0.21%
OLD MISSION CAPITAL LLC	15.87K	Mar 31, 26	+2.25K	0.20%
Buck Wealth Strategies, LLC	15.78K	Mar 31, 26	+4.41K	0.20%
Geneos Wealth Management Inc.	14.16K	Mar 31, 26	+13.83K	0.18%
Arkadios Wealth Advisors	14.09K	Mar 31, 26	+1.21K	0.18%
LifeWealth Investments, LLC	13.77K	Mar 31, 26	-437	0.17%
NewEdge Advisors, LLC	12.93K	Mar 31, 26	+5.13K	0.16%
Sequent Planning LLC	12.53K	Mar 31, 26	+12.53K	0.16%
Camelot Portfolios, LLC	12.40K	Mar 31, 26	--	0.15%
RFG Advisory, LLC	12.27K	Mar 31, 26	+200	0.15%
Brinker Capital Investments, LLC	11.92K	Mar 31, 26	-14	0.15%
Cottage Street Advisors LLC	11.62K	Mar 31, 26	+4.85K	0.14%
EVOLUTION WEALTH MANAGEMENT INC.	11.48K	Mar 31, 26	+3	0.14%
VICUS CAPITAL	11.01K	Mar 31, 26	+11.01K	0.14%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	11.00K	Mar 31, 26	--	0.14%
ACT Advisors, LLC.	10.62K	Mar 31, 26	--	0.13%
Ignite Planners, LLC	10.37K	Mar 31, 26	+640	0.13%
Grantvest Financial Group LLC	9.94K	Mar 31, 26	+1.64K	0.12%
Nova Wealth Management, Inc.	9.90K	Mar 31, 26	+769	0.12%
Prime Capital Investment Advisors, LLC	9.45K	Mar 31, 26	+9.45K	0.12%
Schwallier Wealth Management LLC	8.75K	Mar 31, 26	+482	0.11%
PARK AVENUE SECURITIES LLC	8.70K	Mar 31, 26	+8.70K	0.11%
Sowell Financial Services LLC	8.62K	Mar 31, 26	-198	0.11%
Castleview Partners, LLC	8.51K	Mar 31, 26	+3.09K	0.11%
JIM SAULNIER & ASSOCIATES, LLC	8.49K	Mar 31, 26	--	0.11%
JOURNEY STRATEGIC WEALTH LLC	8.13K	Mar 31, 26	--	0.10%
Sanctuary Advisors, LLC	7.81K	Mar 31, 26	+2.44K	0.10%
Prosperity Consulting Group, LLC	7.67K	Mar 31, 26	--	0.10%
Ameritas Advisory Services, LLC	7.64K	Mar 31, 26	--	0.10%
JDM Financial Group LLC	7.64K	Mar 31, 26	--	0.10%
Western Wealth Management, LLC	7.20K	Mar 31, 26	+7.20K	0.09%
Santori & Peters, Inc.	7.14K	Mar 31, 26	+7.14K	0.09%
WETZEL INVESTMENT ADVISORS, INC.	7.09K	Mar 31, 26	-130	0.09%
Farther Finance Advisors, LLC	7.02K	Mar 31, 26	-19.69K	0.09%
Mayfair Advisory Group, LLC	6.95K	Mar 31, 26	--	0.09%
Rockefeller Capital Management L.P.	6.85K	Mar 31, 26	-191	0.09%
CASCADE INVESTMENT GROUP, INC.	6.82K	Mar 31, 26	+6.82K	0.08%
HighTower Advisors, LLC	6.76K	Mar 31, 26	+6.76K	0.08%
Clear Creek Financial Management, LLC	6.70K	Mar 31, 26	+1.25K	0.08%
WINNOW WEALTH LLC	6.52K	Mar 31, 26	-394	0.08%
Mutual Advisors, LLC	6.02K	Mar 31, 26	--	0.07%
Kercheville Advisors, LLC	5.70K	Mar 31, 26	--	0.07%
LexAurum Advisors, LLC	5.45K	Mar 31, 26	+5.45K	0.07%
PFG Advisors	5.42K	Mar 31, 26	-817	0.07%
LVZ, Inc.	5.35K	Mar 31, 26	+5.35K	0.07%
FSB PREMIER WEALTH MANAGEMENT, INC.	5.32K	Mar 31, 26	--	0.07%
ARBOR CAPITAL MANAGEMENT INC /ADV	5.27K	Mar 31, 26	-630	0.07%
Sage Capital Advisors,llc	5.24K	Mar 31, 26	+5.24K	0.07%
Patriot Financial Group Insurance Agency, LLC	5.23K	Mar 31, 26	+5.23K	0.07%
MGO ONE SEVEN LLC	5.22K	Mar 31, 26	+5.22K	0.06%
Ausdal Financial Partners, Inc.	5.21K	Mar 31, 26	+5.21K	0.06%
RiverTree Advisors, LLC	5.16K	Mar 31, 26	-60	0.06%
OGOREK ANTHONY JOSEPH /NY/ /ADV	5.13K	Mar 31, 26	--	0.06%
StoneX Group Inc.	4.81K	Mar 31, 26	-4.71K	0.06%
FIRST TRUST ADVISORS LP	4.77K	Mar 31, 26	+4.77K	0.06%
NATIONAL BANK OF CANADA /FI/	4.71K	Mar 31, 26	-255	0.06%
MTM Investment Management, LLC	3.20K	Mar 31, 26	--	0.04%
Sunbelt Securities, Inc.	3.13K	Mar 31, 26	-1.00K	0.04%
NBC SECURITIES, INC.	2.55K	Mar 31, 26	+735	0.03%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	2.49K	Mar 31, 26	-1.06K	0.03%
DHJJ Financial Advisors, Ltd.	1.65K	Mar 31, 26	--	0.02%
ASSETMARK, INC	1.64K	Mar 31, 26	--	0.02%
Steward Partners Investment Advisory, LLC	1.49K	Mar 31, 26	--	0.02%
SOA Wealth Advisors, LLC.	1.42K	Mar 31, 26	-2.53K	0.02%
CoreCap Advisors, LLC	1.26K	Mar 31, 26	-1	0.02%
Capital Investment Advisory Services, LLC	1.20K	Mar 31, 26	+1.04K	0.01%
Sound Income Strategies, LLC	1.08K	Mar 31, 26	--	0.01%
MAI Capital Management	1.06K	Mar 31, 26	--	0.01%
AE Wealth Management LLC	798	Mar 31, 26	--	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	780	Mar 31, 26	--	0.01%
JPMORGAN CHASE & CO	487	Mar 31, 26	+487	0.01%
Glen Eagle Advisors, LLC	300	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	161	Mar 31, 26	--	0.00%
Spire Wealth Management	130	Mar 31, 26	-27.66K	0.00%
MORGAN STANLEY	18	Mar 31, 26	--	0.00%
Foguth Wealth Management, LLC.	--	Mar 31, 26	-6.50K	--
BARCLAYS PLC	--	Mar 31, 26	-4.60K	--
Westwood Wealth Management	--	Mar 31, 26	-39.31K	--
IMC-Chicago, LLC	--	Mar 31, 26	-13.59K	--
Larson Financial Group LLC	--	Mar 31, 26	-643	--
HRT FINANCIAL LP	--	Mar 31, 26	-4.94K	--
Kingsview Wealth Management, LLC	--	Mar 31, 26	-5.06K	--
UBS Group AG	--	Mar 31, 26	-1.04K	--
ROYAL BANK OF CANADA	--	Mar 31, 26	-2.00K	--
Main Street Financial Solutions, LLC	10.22K	Dec 31, 25	--	0.13%
Global Retirement Partners, LLC	2.50K	Dec 31, 25	+2.50K	0.03%
Motiv8 Investments LLC	263	Dec 31, 25	+263	0.00%
BRASS TAX WEALTH MANAGEMENT, INC	23.06K	Sep 30, 25	--	0.29%
AVANTAX ADVISORY SERVICES, INC.	8.71K	Jun 30, 25	+1.62K	0.11%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-8.28K	--
Orion Portfolio Solutions, LLC	9.23K	Mar 31, 25	+9.23K	0.11%
AlphaMark Advisors, LLC	275	Dec 31, 24	-350	0.00%
Raymond James Financial Services Advisors, Inc.	27.14K	Sep 30, 24	+2.92K	0.34%
RAYMOND JAMES & ASSOCIATES	6.64K	Sep 30, 24	--	0.08%
Cetera Advisor Networks LLC	33.94K	Mar 31, 24	+20.72K	0.42%
Cetera Advisors LLC	26.27K	Mar 31, 24	+26.27K	0.33%
Gallagher Benefit Services, Inc.	139.87K	Dec 31, 22	+139.87K	1.74%
F3Logic, LLC	139.87K	Dec 31, 22	+2.73K	1.74%
American Portfolios Advisors	14.22K	Sep 30, 22	--	0.18%
Strategic Asset Management, LLC	4.91K	Sep 30, 22	+1.53K	0.06%
ACG Wealth	--	Sep 30, 22	-300	--
Pinnacle Private Wealth, LLC	15.41K	Jun 30, 22	--	0.19%
Cascadia Advisory Services, LLC	96.05K	Sep 30, 21	+96.05K	1.19%
Ameritas Investment Company, LLC	--	Sep 30, 21	-1.33K	--

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Holder

Date

Change

% Held

Jaffetilchin Investment Partners, LLC

1.21M

Mar 31, 26

+463.26K

15.01%

First International Bank of Israel Ltd.

680.00K

Mar 31, 26

+680.00K

8.46%

Brookstone Capital Management

323.98K

Mar 31, 26

+1.78K

4.03%

ENVESTNET ASSET MANAGEMENT INC

294.07K

Mar 31, 26

+75.72K

3.66%

CWM, LLC

281.13K

Mar 31, 26

+30.03K

3.50%

Cetera Investment Advisers

232.03K

Mar 31, 26

+56.86K

2.89%

Per Stirling Capital Management, LLC.

216.84K

Mar 31, 26

-10.54K

2.70%

MML INVESTORS SERVICES, LLC

196.69K

Mar 31, 26

+137

2.45%

Horizon Investments, LLC

149.23K

Mar 31, 26

+85.86K

1.86%

LPL Financial LLC

142.79K

Mar 31, 26

+41.97K

1.78%

PRECEDENT WEALTH PARTNERS, LLC

124.44K

Mar 31, 26

-56.10K

1.55%

Kestra Advisory Services, LLC

121.65K

Mar 31, 26

-16.00K

1.51%

SMART Wealth LLC

116.93K

Mar 31, 26

-6.09K

1.45%

RAYMOND JAMES FINANCIAL INC

114.43K

Mar 31, 26

+90.29K

1.42%

Advisory Services Network, LLC

105.27K

Mar 31, 26

-1.51K

1.31%

ADVISOR GROUP HOLDINGS, INC.

99.52K

Mar 31, 26

+21.81K

1.24%

IFP Advisors, Inc

91.06K

Mar 31, 26

-30

1.13%

FOUNDERS FINANCIAL SECURITIES LLC

75.97K

Mar 31, 26

+12.42K

0.94%

Commonwealth Financial Services, LLC

71.53K

Mar 31, 26

+20.21K

0.89%

BEACON FINANCIAL GROUP

68.73K

Mar 31, 26

+749

0.85%

Cambridge Investment Research Advisors, Inc.

66.07K

Mar 31, 26

+7.37K

0.82%

HARBOUR INVESTMENTS, INC.

55.80K

Mar 31, 26

+29.75K

0.69%

COMMONWEALTH EQUITY SERVICES, LLC

53.50K

Mar 31, 26

+14.70K

0.67%

Wood Tarver Financial Group, LLC

49.24K

Mar 31, 26

+6.30K

0.61%

TRUIST FINANCIAL CORP

45.72K

Mar 31, 26

+19.82K

0.57%

REAP Financial Group, LLC

44.33K

Mar 31, 26

+4.23K

0.55%

Spectrum Asset Management, Inc. (NB/CA)

40.69K

Mar 31, 26

+40.69K

0.51%

WILEY BROS.-AINTREE CAPITAL, LLC

39.15K

Mar 31, 26

+4.75K

0.49%

Lionshead Wealth Management, LLC

37.26K

Mar 31, 26

-2.06K

0.46%

Comprehensive Financial Consultants Institutional, Inc.

36.95K

Mar 31, 26

+28.11K

0.46%

Strategic Blueprint, LLC

35.91K

Mar 31, 26

+4.07K

0.45%

Janney Montgomery Scott LLC

33.57K

Mar 31, 26

+16.54K

0.42%

Apollon Wealth Management, LLC

28.26K

Mar 31, 26

+28.26K

0.35%

1ST SOURCE BANK

26.45K

Mar 31, 26

+26.45K

0.33%

Falcon Wealth Planning

23.39K

Mar 31, 26

+23.39K

0.29%

Waverly Advisors, LLC

22.48K

Mar 31, 26

-580

0.28%

Mariner, LLC

20.66K

Mar 31, 26

-3.40K

0.26%

Kovack Advisors, Inc.

20.51K

Mar 31, 26

+13.98K

0.26%

GREAT VALLEY ADVISOR GROUP, INC.

20.40K

Mar 31, 26

0.25%

Resources Investment Advisors, LLC.

19.98K

Mar 31, 26

+19.98K

0.25%

Integrity Financial Corp /WA

19.79K

Mar 31, 26

+10.07K

0.25%

Tanglewood Legacy Advisors, LLC

19.34K

Mar 31, 26

+3.69K

0.24%

Keystone Wealth Services, LLC

18.92K

Mar 31, 26

-30.28K

0.24%

JANE STREET GROUP, LLC

18.63K

Mar 31, 26

+18.63K

0.23%

Robertson Stephens Wealth Management, LLC

17.15K

Mar 31, 26

-8.65K

0.21%

OLD MISSION CAPITAL LLC

15.87K

Mar 31, 26

+2.25K

0.20%

Buck Wealth Strategies, LLC

15.78K

Mar 31, 26

+4.41K

0.20%

Geneos Wealth Management Inc.

14.16K

Mar 31, 26

+13.83K

0.18%

Arkadios Wealth Advisors

14.09K

Mar 31, 26

+1.21K

0.18%

LifeWealth Investments, LLC

13.77K

Mar 31, 26

-437

0.17%

NewEdge Advisors, LLC

12.93K

Mar 31, 26

+5.13K

0.16%

Sequent Planning LLC

12.53K

Mar 31, 26

+12.53K

0.16%

Camelot Portfolios, LLC

12.40K

Mar 31, 26

0.15%

RFG Advisory, LLC

12.27K

Mar 31, 26

+200

0.15%

Brinker Capital Investments, LLC

11.92K

Mar 31, 26

-14

0.15%

Cottage Street Advisors LLC

11.62K

Mar 31, 26

+4.85K

0.14%

EVOLUTION WEALTH MANAGEMENT INC.

11.48K

Mar 31, 26

0.14%

VICUS CAPITAL

11.01K

Mar 31, 26

+11.01K

0.14%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

11.00K

Mar 31, 26

0.14%

ACT Advisors, LLC.

10.62K

Mar 31, 26

0.13%

Ignite Planners, LLC

10.37K

Mar 31, 26

+640

0.13%

Grantvest Financial Group LLC

9.94K

Mar 31, 26

+1.64K

0.12%

Nova Wealth Management, Inc.

9.90K

Mar 31, 26

+769

0.12%

Prime Capital Investment Advisors, LLC

9.45K

Mar 31, 26

+9.45K

0.12%

Schwallier Wealth Management LLC

8.75K

Mar 31, 26

+482

0.11%

PARK AVENUE SECURITIES LLC

8.70K

Mar 31, 26

+8.70K

0.11%

Sowell Financial Services LLC

8.62K

Mar 31, 26

-198

0.11%

Castleview Partners, LLC

8.51K

Mar 31, 26

+3.09K

0.11%

JIM SAULNIER & ASSOCIATES, LLC

8.49K

Mar 31, 26

0.11%

JOURNEY STRATEGIC WEALTH LLC

8.13K

Mar 31, 26

0.10%

Sanctuary Advisors, LLC

7.81K

Mar 31, 26

+2.44K

0.10%

Prosperity Consulting Group, LLC

7.67K

Mar 31, 26

0.10%

Ameritas Advisory Services, LLC

7.64K

Mar 31, 26

0.10%

JDM Financial Group LLC

7.64K

Mar 31, 26

0.10%

Western Wealth Management, LLC

7.20K

Mar 31, 26

+7.20K

0.09%

Santori & Peters, Inc.

7.14K

Mar 31, 26

+7.14K

0.09%

WETZEL INVESTMENT ADVISORS, INC.

7.09K

Mar 31, 26

-130

0.09%

Farther Finance Advisors, LLC

7.02K

Mar 31, 26

-19.69K

0.09%

Mayfair Advisory Group, LLC

6.95K

Mar 31, 26

0.09%

Rockefeller Capital Management L.P.

6.85K

Mar 31, 26

-191

0.09%

CASCADE INVESTMENT GROUP, INC.

6.82K

Mar 31, 26

+6.82K

0.08%

HighTower Advisors, LLC

6.76K

Mar 31, 26

+6.76K

0.08%

Clear Creek Financial Management, LLC

6.70K

Mar 31, 26

+1.25K

0.08%

WINNOW WEALTH LLC

6.52K

Mar 31, 26

-394

0.08%

Mutual Advisors, LLC

6.02K

Mar 31, 26

0.07%

Kercheville Advisors, LLC

5.70K

Mar 31, 26

0.07%

LexAurum Advisors, LLC

5.45K

Mar 31, 26

+5.45K

0.07%

PFG Advisors

5.42K

Mar 31, 26

-817

0.07%

LVZ, Inc.

5.35K

Mar 31, 26

+5.35K

0.07%

FSB PREMIER WEALTH MANAGEMENT, INC.

5.32K

Mar 31, 26

0.07%

ARBOR CAPITAL MANAGEMENT INC /ADV

5.27K

Mar 31, 26

-630

0.07%

Sage Capital Advisors,llc

5.24K

Mar 31, 26

+5.24K

0.07%

Patriot Financial Group Insurance Agency, LLC

5.23K

Mar 31, 26

+5.23K

0.07%

MGO ONE SEVEN LLC

5.22K

Mar 31, 26

+5.22K

0.06%

Ausdal Financial Partners, Inc.

5.21K

Mar 31, 26

+5.21K

0.06%

RiverTree Advisors, LLC

5.16K

Mar 31, 26

-60

0.06%

OGOREK ANTHONY JOSEPH /NY/ /ADV

5.13K

Mar 31, 26

0.06%

StoneX Group Inc.

4.81K

Mar 31, 26

-4.71K

0.06%

FIRST TRUST ADVISORS LP

4.77K

Mar 31, 26

+4.77K

0.06%

NATIONAL BANK OF CANADA /FI/

4.71K

Mar 31, 26

-255

0.06%

MTM Investment Management, LLC

3.20K

Mar 31, 26

0.04%

Sunbelt Securities, Inc.

3.13K

Mar 31, 26

-1.00K

0.04%

NBC SECURITIES, INC.

2.55K

Mar 31, 26

+735

0.03%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

2.49K

Mar 31, 26

-1.06K

0.03%

DHJJ Financial Advisors, Ltd.

1.65K

Mar 31, 26

0.02%

ASSETMARK, INC

1.64K

Mar 31, 26

0.02%

Steward Partners Investment Advisory, LLC

1.49K

Mar 31, 26

0.02%

SOA Wealth Advisors, LLC.

1.42K

Mar 31, 26

-2.53K

0.02%

CoreCap Advisors, LLC

1.26K

Mar 31, 26

-1

0.02%

Capital Investment Advisory Services, LLC

1.20K

Mar 31, 26

+1.04K

0.01%

Sound Income Strategies, LLC

1.08K

Mar 31, 26

0.01%

MAI Capital Management

1.06K

Mar 31, 26

0.01%

AE Wealth Management LLC

798

Mar 31, 26

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

780

Mar 31, 26

0.01%

JPMORGAN CHASE & CO

487

Mar 31, 26

+487

0.01%

Glen Eagle Advisors, LLC

300

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

161

Mar 31, 26

0.00%

Spire Wealth Management

130

Mar 31, 26

-27.66K

0.00%

MORGAN STANLEY

Mar 31, 26

0.00%

Foguth Wealth Management, LLC.

Mar 31, 26

-6.50K

BARCLAYS PLC

Mar 31, 26

-4.60K

Westwood Wealth Management

Mar 31, 26

-39.31K

IMC-Chicago, LLC

Mar 31, 26

-13.59K

Larson Financial Group LLC

Mar 31, 26

-643

HRT FINANCIAL LP

Mar 31, 26

-4.94K

Kingsview Wealth Management, LLC

Mar 31, 26

-5.06K

UBS Group AG

Mar 31, 26

-1.04K

ROYAL BANK OF CANADA

Mar 31, 26

-2.00K

Main Street Financial Solutions, LLC

10.22K

Dec 31, 25

0.13%

Global Retirement Partners, LLC

2.50K

Dec 31, 25

+2.50K

0.03%

Motiv8 Investments LLC

263

Dec 31, 25

+263

0.00%

BRASS TAX WEALTH MANAGEMENT, INC

23.06K

Sep 30, 25

0.29%

AVANTAX ADVISORY SERVICES, INC.

8.71K

Jun 30, 25

+1.62K

0.11%

Atria Wealth Solutions, Inc.

Jun 30, 25

-8.28K

Orion Portfolio Solutions, LLC

9.23K

Mar 31, 25

+9.23K

0.11%

AlphaMark Advisors, LLC

275

Dec 31, 24

-350

0.00%

Raymond James Financial Services Advisors, Inc.

27.14K

Sep 30, 24

+2.92K

0.34%

RAYMOND JAMES & ASSOCIATES

6.64K

Sep 30, 24

0.08%

Cetera Advisor Networks LLC

33.94K

Mar 31, 24

+20.72K

0.42%

Cetera Advisors LLC

26.27K

Mar 31, 24

+26.27K

0.33%

Gallagher Benefit Services, Inc.

139.87K

Dec 31, 22

+139.87K

1.74%

F3Logic, LLC

139.87K

Dec 31, 22

+2.73K

1.74%

American Portfolios Advisors

14.22K

Sep 30, 22

0.18%

Strategic Asset Management, LLC

4.91K

Sep 30, 22

+1.53K

0.06%

ACG Wealth

Sep 30, 22

-300

Pinnacle Private Wealth, LLC

15.41K

Jun 30, 22

0.19%

Cascadia Advisory Services, LLC

96.05K

Sep 30, 21

+96.05K

1.19%

Ameritas Investment Company, LLC

Sep 30, 21

-1.33K